Printer Friendly Version

Budgeting Workbench-Create Document (FMBB) – Budget Revision

Authorized users create and process budget entry documents with the Budgeting Workbench (FMBB). This transaction is used for budget revisions, budget transfers, and capital budgets.

General Information
Departmental users create budget revisions and transfers and pre-post them with FMBB. Documents then are routed manually to the next level for review, approval, and posting.

After entering FMBB in the Command field of the SAP Easy Access screen, users can see the Budgeting Workbench – Create Document screen.

This screen consists of three sections: Document Header, Line Item, and Document Overview.
Document Header contains the general data of a budget entry document that is valid for all line items.
Line Item contains the detailed information pertaining to a budget entry.
Document Overview (when turned on) displays the last 20 entry documents that the user has either called up or generated.

Budget Revision Document Creation Steps

• After accessing FMBB, enter the appropriate header information: process, document type, fiscal year, version and date. For budget revisions, the process will always be supplement and the document will always be BR (budget revision).
• Enter line item information: funds center, commitment item, and amount. Add an explanation for the budget revision in the long text and save .
• Press Enter and click the continue button or click continue twice to derive the fund.
• Click the Prepost push button.
• Display the document by selecting the Preposted folder in the document overview.

 

• After preposting, select the Services for Object icon. Note the nature of this icon; the left side is a pictorial view and the right side shows a verbal view.

 

• Select Send object with note to send document (via Business Workplace).

 

• Enter message to recipient. Word and Excel documents may also be attached (see Attachments tab).

 

• Enter recipient’s User ID. Press Enter.

 

• The entry changes the User ID to recipient’s full name.

 

• Clickto send the message to Business Workplace.

 

FMBB Tips and Reminders

• Preposting queues up the document for posting.
• Preposting documents in FM is equivalent to parking documents in FI.
• Posting of documents is the responsibility of key central offices and officers (e.g., General Accounting Office, Area Fiscal Officers)
• After creation, users route documents to the appropriate department for approvals and posting by using SAP mail – Office Workplace.
• User s can hold documents when they are not ready to prepost.
  Note that documents in holding status have not been validated/checked for errors.

• Users can undo a document if it was preposted in error. In the Document Overview window, click on a preposted document to select it. Click on Document on the Menu Bar and then choose Undo.
• For additional information, see Budget Types and Budget Entries.